Interested in learning about legacy gifts? Please contact Lisa Webster at 520.624.5600 ext 302, or via email at email@example.com
Please speak to your financial advisor about the options and benefits of planned giving.
Giving can be done directly or through a gift model that can provide tax benefits and even income. Acceptance of all gifts will be guided by our Gift Acceptance Policy:
Casa de los Niños collects and uses personal information such as: name, address, telephone number, and email address when a donor or supporter voluntarily provides it to us. This information is securely kept on file for IRS purposes and is also used in our development and communication activities.
Casa de los Niños does not sell, trade, or share its donor list with any other organization or company. We will use contact information of donors for these purposes ONLY:
This provision allows individuals 70 1/2 years old and older to donate up to $100,000 from their IRAs to Casa de los Niños without having to count the distributions as taxable income. Individuals are required to begin taking distribution at age 70 1/2. Normally, these distributions are subject to income tax.
The IRA Charitable Rollover was first enacted in 2006 as part of the Pension Protection Act. The provision expired and has been reinstated multiple times, and expired most recently on January 1, 2015. On February 12, the House passed legislation that would make this deduction permanent and on July 21, the Senate Finance Committee approved legislation that would reinstate the tax provision for the 2015 and 2016 years.
Charitable Trusts provide income to a donor (or the donor’s designees) and allows for an income tax deduction. Charitable Lead Trusts combine income to Casa de los Niños for a term of years with a distribution of principal back to the donor or family, often with substantial tax benefits.
A simple way to give a gift is to name Casa de los Niños as a beneficiary in a will or trust. Designate an amount or percentage, or even help a specific program. There is no monetary requirement today.
Acceptance of any contribution, gift or grant is at the discretion of Casa de los Niños. Casa de los Niños will not accept any gift unless it can be used or expended consistently with the purpose and mission of Casa de los Niños.
Casa de los Niños will refrain from providing advice about the tax or other treatment of gifts and will encourage donors to seek guidance from their own professional advisors to assist them in the process of making their.
Casa de los Niños will accept donations of cash or publicly traded securities. Gifts of in-kind services will be accepted at the discretion of Casa de los Niños.
Certain other gifts, real property, personal property, in-kind gifts, non-liquid securities, and contributions whose sources are not transparent or whose use is restricted in some manner, must be reviewed prior to acceptance due to the special obligations raised or liabilities they may pose for Casa de los Niños.
Casa de los Niños will provide acknowledgments to donors meeting IRS substantiation requirements for property received by the charity as a gift. However, except for gifts of cash and publicly traded securities, no value shall be ascribed to any receipt or other form of substantiation of a gift received by Casa de los Niños.
Casa de los Niños will respect the intent of the donor relating to gifts for restricted purposes and those relating to the desire to remain anonymous. With respect to anonymous gifts, Casa de los Niños will restrict information about the donor to only those staff members with a need to know.
Casa de los Niños will not compensate, whether through commissions, finders’ fees, or other means, any third party for directing a gift or a donor to Casa de los Niños.